Fixerr Tasks gives your team a full project and task management system inside the same platform as your CRM, support, and voice tools. Tasks linked to customers. Progress visible to everyone. Nothing falls through.
35%
faster project delivery with connected task management
Zero
context switching between project tool and CRM
One
platform for tasks, CRM, support, and finance
Monday, Asana, and Trello manage tasks. Your CRM manages customers. Neither knows what the other is doing — and every update is a copy-paste away from being wrong.
Fixerr Tasks is a complete project and task management system, built into the same platform as your CRM, support desk, and voice tools.
Create projects, assign tasks, set deadlines, and track progress from a clean kanban or list view. Simple enough for daily use, powerful enough for complex projects.
Every task can be linked to a contact, deal, or company in Fixerr CRM. Open a client record and see all related tasks and project status without leaving the CRM.
Complex support tickets that require internal work can be converted to tasks with one click. The task is linked to the original ticket so nothing loses context.
Assign tasks to any team member, set due dates, and add priority levels. Overdue tasks flagged automatically. No micromanagement required.
Track project completion percentage, individual task status, and team workload from one dashboard. Know exactly where every project stands without asking.
Use Fixerr Flows to create tasks automatically. When a deal closes, create an onboarding task. When a ticket escalates, create an investigation task. Triggered, not manual.
Four steps from a blank project board to a fully connected workflow — with every task tied to a client, ticket, or deal.
Set up projects with task lists, assignees, and deadlines. Link each project to a client or deal in Fixerr CRM.
Break projects into tasks, assign to team members, and set priority levels. The system tracks due dates and flags overdue items automatically.
Link tasks to CRM contacts, support tickets, or deals. Your team has the customer context they need without switching tools.
Monitor project and task progress from the dashboard. Use Fixerr Flows to automate task creation, updates, and notifications as work progresses.
Manage client deliverables with tasks linked to the client record. Everyone knows what is outstanding, what is overdue, and what is delivered.
When a deal closes, a Fixerr Flow creates an onboarding project automatically. Tasks assigned to the right team, tracked to completion.
Complex tickets converted to tasks for engineering or operations. Linked to the original ticket so the support agent can track resolution without chasing.
Manage recurring operational tasks, team workloads, and internal projects with the same tool used for client work. One system, two use cases.
Run client campaigns, creative projects, and retainer work from one project board connected to each client's CRM record and financial data.
Monday.com, Asana, and Trello do tasks well. They do not do customer data, support tickets, or financial records. Fixerr Tasks does all of it on one platform.
Task and project management
Monday.com / Asana
Available
Fixerr Tasks
Built in
CRM-linked tasks
Monday.com / Asana
Integration required
Fixerr Tasks
Native, same platform
Ticket-to-task conversion
Monday.com / Asana
Not available
Fixerr Tasks
Built in
Automated task creation via Flows
Monday.com / Asana
Limited
Fixerr Tasks
Native via Fixerr Flows
Financial data on same platform
Monday.com / Asana
Not available
Fixerr Tasks
Via Fixerr Finance
Per-seat pricing
Monday.com / Asana
Yes
Fixerr Tasks
No per-seat charge
Pricing
Monday.com / Asana
From £8–£20/seat/month
Fixerr Tasks
Included in Professional plan
No per-seat charges. Unlimited projects, CRM-linked tasks, and ticket integration on Professional. Custom workflows and API access on Enterprise.
Tasks capability
Not included
Tasks capability
Up to 5 active projects
Tasks capability
Unlimited projects, CRM linking, ticket integration, Flow automation
Tasks capability
Custom workflows, advanced reporting, API access
Yes. It includes kanban boards, list views, task assignments, deadlines, priority levels, subtasks, and progress tracking. It is designed for teams that need project management connected to their customer platform, not a standalone tool.
When creating a task, you can link it to any CRM contact, company, or deal. The linked tasks appear on the contact record so your whole team can see project status in context.
Yes. From any ticket in Fixerr Desk, you can create a linked task in Fixerr Tasks with one click. The task is connected to the original ticket and the customer record.
Yes. Use Fixerr Flows to create tasks when specific events happen. Deal marked won, ticket escalated, appointment missed, or any other platform trigger.
Growth plans include up to 5 active projects. Professional and Enterprise plans include unlimited projects.
Yes. The workload view shows every team member's open tasks, due dates, and completion rate across all projects. Spot over-allocation and rebalance before deadlines are missed.
For most teams, yes. If you need advanced features like Gantt charts or resource planning, it handles the 90% use case at a fraction of the cost and connected to your customer data.
Bring your current project list to the demo. We will show you what it looks like inside Fixerr Tasks with CRM and ticket integration active.
